Awards
Chair: Scott Isdaner
The awards committee is an invitation-only committee which selects the recipients for the annual Distinguished Estate Planner Award and the Mordecai Gerson Meritorious Service Award.
Ethics
Co-Chairs: Rick Bell & Glenn Henkel
The Ethics Committee meets to discuss ethical issues surrounding the estate planning profession and hosts an annual seminar on this topic.
Membership
Co-Chairs: Stephanie Sanderson-Braem & Christopher Borden
The Membership Committee is tasked with growing and sustaining our membership.
NAEPC Engagement Committee
Chair: Tim Zeigler
The NAEPC Engagement Committee serves as the liaison between the PEPC and the National Association of Estate Planners and Councils. The committee is responsible for promoting the benefits of NAEPC to local council members, promoting the Accredited Estate Planner (AEP) designation, supporting AEP candidates and encouraging PEPC member participation in NAEPC leadership positions.
Newsletter
Co-Chairs: Kim Heyman & Alan Weissberger
The Newsletter Committee organizes and supplies content for our newsletter that is published three times a year.
Outreach
Co-Chairs: Jacklynn Barras & Rachel Gross
The Outreach Committee promotes estate planning to the general public by organizing seminars to educate the public around estate planning and other valuable things our members can do.
Professional Women’s Network Committee
Co-Chairs: Fareeha Arshad & Leanne Evans
The Women’s Initiative Committee organizes networking events and promotes discussion around issues related to women in the workplace.
Programs
Co-Chairs: Jim Revels & Stephanie Sanderson-Braem
The Programs Committee determines the speakers and topics for our six luncheons and the annual meeting.
Roundtable
Co-Chairs: Thomas McDonnell & Anthony Weiss
The Roundtable Committee organizes informative smaller brown-bag educational lunch events that are free to members.
Social
Co-Chairs: Jillian Kukucka & Jamie Kelly
The Social Committee organizes many of our great networking events, such as our Welcome Back Party, our Holiday Party, and the always popular Golf and Tennis Outing. The Social Committee also organizes other events, such as our Drop-Ins, which are held at Philadelphia-area bars/restaurants.
Social Media
Co-Chairs: Josh Niles & Julie Olley
The Social Media Committee is in charge of providing and maintaining fresh content on our website at www.philaepc.org and is also tasked with handling our social media (Facebook and LinkedIn).
Sponsorship
Co-Chairs: Scott Lillis & Erin McQuiggan
The Sponsorship Committee networks with members and local businesses to match PEPC sponsorship opportunities with firms looking to support and work with the local estate planning community.
